Filed August 19, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 25-1159360 | Actuarial | $2,277,148 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK Service code 19 · EIN 01-1867445 | Securities Custodian | $918,169 |
CLS INVESTMENTS1 year Filed as: CLS INVESTMENTS LLC Service code 28 · EIN 32-0070947 17605 WRIGHT STREET · OMAHA, NE 68130 | Investment Management | $235,929 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $86,186 |
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $75,676 |
GROOM LAW GROUP4 years Filed as: GROOM LAW Service code 29 1701 PENNSYLVANIA AVE · WASHINGTON DC, DC 20006 | Legal | $71,117 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $0 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 15 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $143,222-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 15.32% | 24.48%-9.2pp | 8.97%+6.3pp | 24.48%-9.2pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $37,026-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $1,023-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,546-100.0% | $2,968,729-100.0% |